Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 17.45%
2 KBWP 7.73%
3 PFI 6.30%
4 SSPX 5.84%
5 BIBL 5.18%
6 AIEQ 5.07%
7 HDV 4.92%
8 GBDV 4.84%
9 WBIL 4.81%
10 NEWZ 4.30%
11 SXQG 4.06%
12 UTRN 4.05%
13 LGCF 3.59%
14 BOUT 3.21%
15 USCF 3.20%
16 FCUS 3.01%
17 BCUS 2.87%
18 IYF 2.86%
19 INNO 2.82%
20 QGRO 2.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.40M (9.14%) 583.38K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 52.61M (9.01%) 4.69M
Increased by +8.91%
Dec 31, 24
3 State Street Corp 25.49M (4.36%) 805.25K
Increased by +3.16%
Dec 31, 24
4 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 JPMorgan Chase & Co 15.68M (2.68%) -11.16M
Decreased by -71.16%
Dec 31, 24
6 Geode Capital Management, LLC 14.62M (2.50%) 189.64K
Increased by +1.30%
Dec 31, 24
7 Bank of America Corp 14.45M (2.48%) -24.02K
Decreased by -0.17%
Dec 31, 24
8 Massachusetts Financial Services Company 13.49M (2.31%) -619.49K
Decreased by -4.59%
Dec 31, 24
9 FMR Inc 10.23M (1.75%) -284.46K
Decreased by -2.78%
Dec 31, 24
10 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 9.00M (1.54%) -63.31K
Decreased by -0.70%
Dec 31, 24
12 NORGES BANK 7.69M (1.32%) 137.79K
Increased by +1.79%
Dec 31, 24
13 AllianceBernstein L.P. 7.17M (1.23%) -329.91K
Decreased by -4.60%
Dec 31, 24
14 HHG PLC 7.01M (1.20%) -158.85K
Decreased by -2.26%
Dec 31, 24
15 Wellington Management Company LLP 6.39M (1.09%) -3.32M
Decreased by -52.00%
Dec 31, 24
16 Capital World Investors 6.38M (1.09%) -350.62K
Decreased by -5.49%
Dec 31, 24
17 Northern Trust Corp 6.18M (1.06%) 710.68K
Increased by +11.50%
Dec 31, 24
18 Capital Research Global Investors 6.06M (1.04%) 1.55M
Increased by +25.55%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 5.98M (1.02%) 915.64K
Increased by +15.30%
Dec 31, 24
20 Viking Global Investors LP 5.86M (1.00%) 4.72M
Increased by +80.47%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.48M (3.16%) 65.83K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 16.25M (2.78%) 109.91K
Increased by +0.68%
Feb 28, 25
3 MFS Large Cap Value Equity 9.16M (1.57%) -301.52K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 9.12M (1.56%) -152.28K
Decreased by -1.67%
Feb 28, 25
5 American Funds Growth Fund of Amer A 7.47M (1.28%) 1.02M
Increased by +13.61%
Dec 31, 24
6 Capital Group Growth Fnd of Amer Comp 7.47M (1.28%) 1.02M
Increased by +13.61%
Dec 31, 24
7 Fidelity 500 Index 7.30M (1.25%) 32.23K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 7.24M (1.24%) -47.76K
Decreased by -0.66%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 6.92M (1.18%) 15.66K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 6.88M (1.18%) -346.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 5.06M (0.87%) 29.27K
Increased by +0.58%
Feb 28, 25
13 The Financial Select Sector SPDR® ETF 4.38M (0.75%) 5.22K
Increased by +0.12%
Feb 28, 25
14 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
15 Vanguard Institutional Index I 3.63M (0.62%) -42.81K
Decreased by -1.18%
Feb 28, 25
16 Vanguard Wellington™ Inv 3.54M (0.61%) -2.18M
Decreased by -61.46%
Dec 31, 24
17 Fidelity Contrafund 3.10M (0.53%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity® Contrafund® 2.93M (0.50%) 68.10K
Increased by +2.32%
Nov 30, 23
19 T. Rowe Price US Value Equity Composite 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23
20 T. Rowe Price Value 2.89M (0.50%) -360.98K
Decreased by -12.47%
Sep 30, 23